USAdvisors Wealth Management
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USAdvisors Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

USAdvisors Wealth Management’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.7M Buy
41,213
+2,302
+6% +$206K 1.05% 31
2026
Q2 		$3.42M Sell
38,911
-340
-0.9% -$29K 0.98% 33
2026
Q1 		$2.92M Sell
39,251
-935
-2% -$74.8K 0.97% 33
2025
Q4 		$3.22M Buy
40,186
+241
+0.6% +$19.2K 1.06% 32
2025
Q3 		$3.13M Sell
39,945
-690
-2% -$52K 1.08% 29
2025
Q2 		$2.96M Buy
40,635
+485
+1% +$32.6K 1.1% 29
2025
Q1 		$2.64M Sell
40,150
-21,199
-35% -$1.47M 0.92% 31
2024
Q4 		$4.23M Sell
61,349
-2,992
-5% -$207K 1.37% 25
2024
Q3 		$4.32M Sell
64,341
-15,393
-19% -$1M 1.51% 22
2024
Q2 		$5.1M Sell
79,734
-17,392
-18% -$1.07M 1.8% 13
2024
Q1 		$5.98M Sell
97,126
-5,747
-6% -$337K 2.26% 11
2023
Q4 		$5.75M Sell
102,873
-141,704
-58% -$7.42M 2.39% 8
2023
Q3 		$12.3M Sell
244,577
-16,055
-6% -$840K 5.49% 2
2023
Q2 		$13.6M Buy
260,632
+4,780
+2% +$236K 6.44% 2
2023
Q1 		$12.3M Sell
255,852
-23,841
-9% -$1.12M 5.87% 1
2022
Q4 		$12.6M Buy
279,693
+351
+0.1% +$15.9K 6.06% 1
2022
Q3 		$11.7M Sell
279,342
-1,129
-0.4% -$52.7K 6.01% 1
2022
Q2 		$12.4M Buy
280,471
+10,784
+4% +$520K 6.23% 1
2022
Q1 		$14.3M Sell
269,687
-22,683
-8% -$1.19M 6.11% 1
2021
Q4 		$16.3M Buy
292,370
+21,244
+8% +$1.15M 6.65% 1
2021
Q3 		$13.7M Buy
271,126
+255,321
+1,615% +$13.2M 5.92% 1
2021
Q2 		$795K Sell
15,805
-194,656
-92% -$9.6M 0.43% 54
2021
Q1 		$9.8M Buy
210,461
+96,473
+85% +$4.37M 4.74% 2
2020
Q4 		$5.01M Buy
+113,988
New +$4.75M 2.41% 14

Other funds holding SPYM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

USAdvisors Wealth Management's SPYM Position: Q3 2026 in Review

USAdvisors Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.9% in Q3 2026, buying an estimated $206K and bringing the position to 41,213 shares worth $3.7M. The position accounts for 1.05% of the portfolio, ranked #31.

USAdvisors Wealth Management first reported a position in SPYM in Q4 2020 and has held it in 24 quarters since. The position peaked at $16.3M in Q4 2021. 1,134 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • USAdvisors Wealth Management held 41,213 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.7M as of Q3 2026.
  • USAdvisors Wealth Management bought 2,302 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $206K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.05% of USAdvisors Wealth Management's portfolio in Q3 2026, its #31 holding.
  • USAdvisors Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • USAdvisors Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $16.3M in Q4 2021.
  • 1,134 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.